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Livermore
Livermore
中文EN

WealthShield Partners, LLC

SEC CIK
0001729303
最新申報
2026/8/12

2023 年第 4 季持倉

持倉截至 2023/12/31，2024/1/23 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。

機構總覽
持股檔數
474
較 2023 年第 3 季 −4
總值
$6.08 億
較 2023 年第 3 季 −$5,604 萬 (−8.4%)
申報日
2024/1/23
SEC
WealthShield Partners, LLC 在 2023 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Pacer US Cash Cows 100 ETF69374H881ETF702$3.67 萬<0.1%−502−41.7%減碼–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF773$3.69 萬<0.1%00.0%不變–
Dimensional ETF Trust25434V765INTL HIGH PROFIT1,534$3.94 萬<0.1%−247−13.9%減碼–
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,222$4.09 萬<0.1%−14,291−92.1%減碼–
Dimensional ETF Trust25434V781INTL SMALL CAP V1,637$4.22 萬<0.1%−200−10.9%減碼–
Vanguard Intermediate-Term Bond ETF921937819ETF561$4.28 萬<0.1%−1,855−76.8%減碼–
Invesco Exchange Traded FD T46137V274S&P500 EQL UTL790$4.31 萬<0.1%00.0%不變–
Schwab Fundamental U.S. Large Company ETF808524771ETF713$4.42 萬<0.1%+713新進–
iShares Tr46435U218ESG MSCI LEADR539$4.55 萬<0.1%00.0%不變–
iShares Tr464287192US TRSPRTION178$4.67 萬<0.1%00.0%不變–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF650$4.68 萬<0.1%−112−14.7%減碼–
Invesco Exchange Traded FD T46137V407INVESCO MSCI1,005$4.76 萬<0.1%+70+7.5%加碼–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF1,150$4.85 萬<0.1%+5+0.4%加碼–
STLNStarling Oncology, Inc.COM24,126$4.92 萬<0.1%+24,126新進歷史
Innovator ETFs Trust45782C540US EQTY PWR BUF1,416$4.97 萬<0.1%+1,416新進–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW653$5.09 萬<0.1%−83,564−99.2%減碼–
SPDR Series Trust78468R622ST BLOO HIGH ETF576$5.46 萬<0.1%+576新進–
iShares Tr46436E767ESG MSCI USA ETF1,391$5.54 萬<0.1%−112−7.5%減碼–
Innovator ETFs Trust45782C417US EQTY PWR BUF1,700$5.55 萬<0.1%00.0%不變–
Innovator ETFs Trust45782C375US EQT ULTRA BF1,800$5.69 萬<0.1%00.0%不變–
Innovator ETFs Trust45782C433US EQTY BUFR FEB1,600$5.86 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF700$5.98 萬<0.1%00.0%不變–
Kraneshares Trust500767306CSI CHI INTERNET2,218$5.99 萬<0.1%+11+0.5%加碼–
VanEck ETF Trust92189F486IG FLOA RATE ETF2,400$6.04 萬<0.1%+2,400新進–
GENIGenius Sports LtdSHARES CL A10,000$6.18 萬<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF1,277$6.22 萬<0.1%+5+0.4%加碼–
First Tr Exchange Traded FD33738R118NASD TECH DIV993$6.36 萬<0.1%00.0%不變–
Vanguard Short-Term Bond ETF921937827ETF841$6.48 萬<0.1%−6−0.7%減碼–
iShares Tr46435G102CONV BD ETF830$6.52 萬<0.1%−62−7.0%減碼–
WisdomTree Tr97717W109US TOTAL DIVIDND1,010$6.60 萬<0.1%00.0%不變–
iShares Tr464288273EAFE SML CP ETF1,067$6.60 萬<0.1%−5,162−82.9%減碼–
Pacer Trendpilot US Bond ETF69374H642ETF3,223$6.65 萬<0.1%−31,876−90.8%減碼–
Innovator ETFs Trust45782C565US EQTY ULTRA BU2,400$7.59 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF1,427$7.61 萬<0.1%+5+0.4%加碼–
iShares Tr46435G243ESG AWRE 1 5 YR3,144$7.70 萬<0.1%−450−12.5%減碼–
Innovator ETFs Trust45782C664US EQTY BUF SEP2,100$7.70 萬<0.1%00.0%不變–
iShares Tr464288687PFD AND INCM SEC2,521$7.86 萬<0.1%−2,270−47.4%減碼–
Innovator ETFs Trust45782C573US EQTY PWR BUF2,300$7.92 萬<0.1%−2,724−54.2%減碼–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN860$7.93 萬<0.1%+860新進–
iShares Inc464286392MSCI WORLD ETF600$7.98 萬<0.1%00.0%不變–
Innovator ETFs Trust45782C581US EQTY BUF NOV2,300$8.03 萬<0.1%00.0%不變–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF2,019$8.09 萬<0.1%−113−5.3%減碼–
iShares Tr46435G474FALN ANGLS USD3,112$8.22 萬<0.1%−119,224−97.5%減碼–
VanEck ETF Trust92189F429PREFERRED SECURT4,785$8.22 萬<0.1%+2,365+97.7%加碼–
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS3,482$8.37 萬<0.1%−306−8.1%減碼–
iShares Tr464288646ISHS 1-5YR INVS1,756$9.00 萬<0.1%−1,144−39.4%減碼–
iShares Tr464287556ISHARES BIOTECH663$9.01 萬<0.1%+24+3.8%加碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF1,076$9.02 萬<0.1%−2,972−73.4%減碼–
First Tr Exchange Traded FD33738R878DORSEY WRIGHT2,898$9.50 萬<0.1%00.0%不變–
Schwab Strategic Tr808524862SHT TM US TRES2,017$9.77 萬<0.1%−1,904−48.6%減碼–
iShares Tr464287689RUSSELL 3000 ETF369$10.1 萬<0.1%00.0%不變–
State Street Industrial Select Sector SPDR ETF81369Y704ETF892$10.2 萬<0.1%+786+741.5%加碼–
Flagstar Bank, National Association649445103COM10,233$10.5 萬<0.1%00.0%不變–
IGAVoya Global Advantage & Premium Opportunity FundCOM12,054$10.5 萬<0.1%−2,070−14.7%減碼歷史
BGYBlackRock Enhanced International Dividend TrustCOM BENE INTER20,230$10.7 萬<0.1%−2,817−12.2%減碼歷史
Innovator ETFs Trust45782C730US EQT ULTRA BF3,584$10.8 萬<0.1%00.0%不變–
iShares U.S. Medical Devices ETF464288810ETF2,051$11.1 萬<0.1%+289+16.4%加碼–
Invesco Exch Traded FD Tr II46138G508SR LN ETF5,243$11.1 萬<0.1%−55−1.0%減碼–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF2,158$11.1 萬<0.1%00.0%不變–
Franklin Templeton ETF Tr35473P595SENIOR LOAN ETF4,600$11.2 萬<0.1%00.0%不變–
Dimensional ETF Trust25434V864SHOR DUR FIX ETF2,423$11.4 萬<0.1%00.0%不變–
BOEBlackRock Enhanced Global Dividend TrustCOM11,641$11.5 萬<0.1%−1,101−8.6%減碼歷史
iShares Tr464287622RUS 1000 ETF443$11.6 萬<0.1%+327+281.9%加碼–
iShares Tr46435U440USD GRN BOND ETF2,484$11.7 萬<0.1%−20−0.8%減碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF879$12.0 萬<0.1%+190+27.6%加碼–
iShares Select Dividend ETF464287168ETF1,027$12.0 萬<0.1%00.0%不變–
VanEck ETF Trust92189F171GREEN BOND ETF5,058$12.1 萬<0.1%−40−0.8%減碼–
iShares Tr464287796U.S. ENERGY ETF2,751$12.1 萬<0.1%−1,712−38.4%減碼–
PIMCO ETF Tr72201R866INTER MUN BD ACT2,295$12.2 萬<0.1%−14,996−86.7%減碼–
UNGUnited States Natural Gas Fund, LPUNIT PAR24,500$12.4 萬<0.1%+24,500新進歷史
iShares Tr464287630RUS 2000 VAL ETF818$12.7 萬<0.1%−6,542−88.9%減碼–
Invesco Exch Traded FD Tr II46138E651GLOBAL WATER3,232$12.8 萬<0.1%00.0%不變–
Innovator ETFs Trust45782C680US EQTY PWR BF3,850$12.8 萬<0.1%00.0%不變–
Innovator ETFs Trust45782C698US EQUT BUFR AUG3,600$13.0 萬<0.1%00.0%不變–
Vanguard Morningstar Large-Cap ETF922908637ETF632$13.8 萬<0.1%−1,097−63.4%減碼–
Dimensional ETF Trust25434V831US HIGH PROF ETF4,840$13.8 萬<0.1%−352−6.8%減碼–
iShares Tr46435G250HIGH YLD SYSTM B3,045$14.1 萬<0.1%+3,045新進–
Fidelity Covington Trust316092832DIVID ETF RISI3,206$14.1 萬<0.1%00.0%不變–
iShares Russell 2000 Growth ETF464287648ETF566$14.3 萬<0.1%−8,190−93.5%減碼–
Dimensional ETF Trust25434V815US SMALL CAP ETF4,920$14.3 萬<0.1%−443−8.3%減碼–
American Centy ETF Tr025072703INTL EQT ETF2,400$14.5 萬<0.1%+2,000+500.0%加碼–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX1,799$14.6 萬<0.1%−499−21.7%減碼–
iShares Core S&P US Value ETF464287663ETF1,750$14.8 萬<0.1%00.0%不變–
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF4,300$14.9 萬<0.1%00.0%不變–
HBANHuntington Bancshares IncCOM11,800$15.2 萬<0.1%−43−0.4%減碼歷史
Ssga Active ETF Tr78467V400GLOBL ALLO ETF3,779$15.7 萬<0.1%+363+10.6%加碼–
SPDR Series Trust78464A763ST STR SP DIV1,330$16.6 萬<0.1%+65+5.1%加碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF4,809$17.0 萬<0.1%−10,267−68.1%減碼–
State Street SPDR S&P Biotech ETF78464A870ETF1,954$17.4 萬<0.1%−250−11.3%減碼–
Innovator ETFs Trust45782C649US EQTY ULTRA B5,682$17.8 萬<0.1%−33−0.6%減碼–
Nushares ETF Tr67092P888NUVEEN ESG EMRGN6,699$18.1 萬<0.1%−2,000−23.0%減碼–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL2,883$18.1 萬<0.1%−806−21.8%減碼–
Nushares ETF Tr67092P854ESG HI TLD CRP8,742$18.4 萬<0.1%−57−0.6%減碼–
Invesco Exchange Traded FD T46137V142WATER RES ETF3,044$18.5 萬<0.1%−725−19.2%減碼–
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL6,318$19.4 萬<0.1%−457−6.7%減碼–
CICigna GroupStock671$20.1 萬<0.1%+671新進歷史
American Centy ETF Tr025072299AVAN RE INTL ETF3,750$20.2 萬<0.1%+150+4.2%加碼–
iShares Inc46434G822MSCI JAPAN ETF3,154$20.2 萬<0.1%00.0%不變–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF4,400$20.3 萬<0.1%+4,400新進–
VanEck ETF Trust92189F460CEF MUNI INCOME9,651$20.4 萬<0.1%+503+5.5%加碼–

2023 年第 3 季之後清倉（43 檔）

2023 年第 3 季季末還持有、這份申報已經沒有的部位。

WealthShield Partners, LLC 在 2023 年第 3 季之後清倉的部位
證券類別2023 年第 3 季股數2023 年第 3 季市值2023 年第 3 季佔組合 %紀錄
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF98,195$239.0 萬0.4%–
Vanguard Scottsdale FDS92206C573TOTAL CORP BND24,812$179.8 萬0.3%–
iShares Russell Top 200 Growth ETF464289438ETF10,489$161.7 萬0.2%–
KEYSKeysight Technologies, Inc.Stock9,211$121.9 萬0.2%歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF22,412$110.0 萬0.2%–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF10,451$96.0 萬0.1%–
PXDPioneer Natural Resources CoCOM4,101$94.1 萬0.1%歷史
Simplify Exchange Traded Fun82889N699MANAGED FUTURES33,831$93.2 萬0.1%–
MDTMedtronic plcStock10,130$80.5 萬0.1%歷史
Vanguard World FD921910733ESG US STK ETF8,722$65.6 萬0.1%–
Vanguard Wellington FD921935870SHORT TRM TAX EX4,395$43.4 萬0.1%–
Vanguard High Dividend Yield Index ETF921946406ETF3,275$33.8 萬0.1%–
iShares Tr464287762US HLTHCARE ETF1,195$32.4 萬<0.1%–
WMWaste Management IncStock1,855$28.3 萬<0.1%歷史
Advisorshares Tr00768Y206DORSEY WRIGT ADR5,603$27.5 萬<0.1%–
SOSouthern CoStock4,099$26.5 萬<0.1%歷史
CBChubb LtdStock1,167$24.4 萬<0.1%歷史
COPConocoPhillipsStock1,706$20.5 萬<0.1%歷史
MDLZMondelez International, Inc.Stock2,938$20.5 萬<0.1%歷史
iShares Tr46429B655FLTG RATE NT ETF3,920$19.9 萬<0.1%–
iShares Tr46436E544ESG SELE SCR ETF4,450$14.8 萬<0.1%–
Vanguard World FD921910725ESG INTL STK ETF2,750$13.9 萬<0.1%–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL1,988$13.3 萬<0.1%–
EMFTempleton Emerging Markets FundCOM10,132$11.5 萬<0.1%歷史
iShares Tr464288323NEW YORK MUN ETF2,205$11.3 萬<0.1%–
iShares Tr464288604MRGSTR SM CP GR2,500$9.72 萬<0.1%–
Schwab International Small-Cap Equity ETF808524888ETF2,542$8.20 萬<0.1%–
iShares Tr46428951110+ YR INVST GRD1,700$8.01 萬<0.1%–
Innovator ETFs Trust45782C292US EQT ULTRA BF2,406$6.66 萬<0.1%–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF295$3.26 萬<0.1%–
iShares Tr464289875CORE 40 MODE ETF472$1.84 萬<0.1%–
iShares Tr464288752US HOME CONS ETF200$1.57 萬<0.1%–
Innovator U.S. Equity Ultra Buffer ETF - October45782C821ETF440$1.34 萬<0.1%–
WisdomTree Tr97717X511YIELD ENHANCD US300$1.25 萬<0.1%–
iShares Tr464289883CORE 30 70 ETF290$9,849<0.1%–
iShares Tr464289859CORE 80 20 ETF116$7,365<0.1%–
Global X Lithium & Battery Tech ETF37954Y855ETF130$7,172<0.1%–
iShares Tr46434V464LOW CA OP MS ETF47$7,062<0.1%–
iShares Tr464289420RUS TP200 VL ETF81$5,330<0.1%–
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF125$5,329<0.1%–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF37$1,413<0.1%–
Advisorshares Tr00768Y453PURE US CANN ETF7$56<0.1%–
Advisorshares Tr00768Y495PURE CANNABIS9$31<0.1%–